HomeCRM Solutions – Manage CRM in Real Estate

Actually status

Problems of business in real estate. 

– Big database in excel make difficult for looking and filter data.
– Duplicate data (customer information), doesn’t consistent between departments and brands.
– When have a customer contact, staff couldn’t know histories tour of customer, the former care situation, characteristics of customer to determine how suitable customer care.
–  Not enough tools to support report.
– Losing much more time to synthetic selling reports, because database was dispersed in file excel of each sales man.

– Lack of collaboration between employees in the company, departments
– Difficultly in protect sensitive database.
– Couldn’t maintain continuity in sales process, customer care when there is s change a person.


 SugarCRM-RealEstate solution

With SugarCRM-RealEstate, what we can do for you?

A. For staff (Seller, Marketer, Support):

1/ Customer management: 

Customer database is platform for all activities of enterprise, therefor it need to closely management, consistent and more automatic.

The relationship customer information that systems will manage:

  • Customer information (investors, residents, tenants)
  • Information of intractions and customer care
  • Case information, customers’s reflecting
  • Billing information that customers already pay
  • Contact Information
  • Information contracts related to customer
  • Information of opportunity is brought from potential customer.

2/ Sales man activities management: 

  • Phone call management
  • Manage schedule meeting.
  • Task management.
  • Manage notes.

3/ Marketing management

  • Send periodic emails
  • Sending a mass of emails (with control who has been read email)
  • Sending a mass of branding message (SMS branding)


– The software provides functionality SMS Marketing – send mass brand promotion.

4/ Manage customer care activities

  • Email customer service (email birthday, congratulations established businesses)
  • Send sms customer care (sms happy birthday)
  • Management of incidents, customer feedback
  • Tracking the progress of the incident handling, customer feedback
  • Noting issues related to product

5/   Home’s information management

  • Location
  • The direction of the house
  • Construction area
  • Blueprint
  • Profile completion

6/ Management products, deposit

To avoid clashes (for clients) between sales together, the program provides tracking source.

Subscribe sources: how many homes are being sold, sold, leased, blank, incomplete, complete, products are placeholders (within 24 hours), has conducted a deposit, have a contract?

Deposit: Deposit is conducted when customers need. Information deposits and the deposits will be recognized to carry out the contract later.

7/ Manage legal procedures home process

  • The period before the sale / lease
  • After the deposit period
  • After the period customer pays enough home’s money

8/ Manage all kinds of customer related transactions:

  • Buy
  • Sell
  • Rent
  • Consignment
  • Deposit

These transactions will be statisticsed later in a synthesis report of the report

9/ Manage contracts, quotes

  • Record and print out the contract form
  • Record and print out the quote form.

Why you choose SugarCRM-RealEstate

Why you should choose our SugarCRM-RealEstate ?

The reasons for you to consider selection our SugarCRM-RealEstate product:

– Running online. Access anywhere, anytime as long as an Internet connection. In addition to the ability to run online, the software can be installed internally in order to run the company (offline).

– Global standardization: Sugar being developed and launched in the US – where there are economic development and is leading the market CRM product in the world. And has applications in production and business activities from the very  long so Sugar itself inception has brought very high standardization. Today, with flexible customization features, language diversity, low cost and high stability helped Sugar increasingly have a large community of users in most countries.

Software “2 in 1”: SugarCRM-Travel can carry both software functionality of customer relationship management (CRM) and the function of the business travel software. However, customers can request to use only 1 in 2 or even 2 functions.

 Increase customer care efficiency:  software capabilities marketing integrated by email and sms . Users can use both 2 feature to support the customer care operations of the company. In addition, the mechanism automatically filters VIP customers, intimate, potentially, the software will also help the company operate Customer care,  instead of sorting and processing data on Excel file.

 Increase work efficiency: This Software has export function of the type of quotes, contracts, tours, group plans, booking by fax to Word file, PDF to minimize the job ‘paper’ . In addition, the ability to access online would also be useful to the sales staff, executive or management level often have to move much.

Ability to customize and expand flexibility in the model, company business processes. Our software is particularly strong in the aspect of flexibility, expand, shrink software with company model. Depending on customer needs, we will advise and propose solutions to the most appropriate software.

Role (subsystem) closet database with company structure
– Running on every operating system.
– And much more convenient …


Quy trình CRM cho lĩnh vực Bất động sản – Real Estate


CRM process solution for real estate (click to view bigger)


(1)  Campaign:  Marketer will proceed marketing campaigns to attract customer by marketing tools in system via Email marketing and SMS branding.

(2) Lead:  After receiving feedback comment from customers, marketer will record by “Lead”

(3) Potential (account): Lead will be receive by sale man and be taken care. In take care process, sale man will confirm and change status of customer from Lead to Account.

(4) Opportunity: In a larger account, sale man will continue taking care and confirm who will bring to them opportunity to selling.

(5) Sale activities: Sale man proceed sales activities like deposit, make contract… with their customers. If the contract is win, law department will proceed legals, Accounting department will proceed collection with customer.

(6)  Legal records : Conducting legals records relate to customer.

(6) Collection: Conducting collection from customer

(7) To transfer house: After customer pay in advance 95% then conducting transfer house and legals.

(8) Reports and statistics: System will auto statistics and make report follow template from database is inputted each campaign.

(9)  Business target: Base on the data report, the authorized can adjust target. New Targeting business is the platform to adjust business plan, marketing strategies.

(1) Campaign (adjusted) : turn back step 1: base on new target, marketing strategies will adjust to suitable to attract customer efficiency.

Ghi chú:Note

– (1) ….(9): steps in command specialist skill process.

– (Target) : The same Module’s name on system

– (take care), (proceed): combine all activities: calling, send email, meeting…

Reference CRM solution display on process

 Download full process


Reference theme

Danh sách khách hàng, công ty, đối tác

customer list, partner

Màn hình nhập, chỉnh sửa thông tin khách hàng, công ty, đối tác

Entry screen, edit customer information

Màn hình nhập hồ sơ pháp lý

Screen to enter legal documents

Màn hình nhập thông tin quản lý cư dân

screen to enter residents management.

Màn hình quản lý sản phẩm, căn nhà

Screen for product management

Register to tryRegister to try -Đăng ký dùng thử MIỄN PHÍ, vui lòng click HERE.

THAM KHẢO Tài liệu giới thiệu tổng quan tính năng giải pháp Click to download.

LIÊN HỆ ĐỂ ĐƯỢC TƯ VẤN MIỄN PHÍ Mobile: (+84) 935 543 543 (Mr. Học)
Email: hoc.buionlinecrm.vn

Hotline: 0935 543 543

Skype 1: thao.nguyen.uit

Skype 2: hoc.buicao

What is SugarCRM?

Sugar CRM software customer relationship management for the great companies of small and medium sized. Particularly for the U.S., the price of the software solutions are always the top issues, the Sugar CRM is really a good solution not only for companies but also small and medium-range practical for both large companies

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